Global Client Services, Client Service Associate, based in Frankfurt, (m/f/d)

at  TIAA

Overview of the Role
The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company’s products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.
More specifically, the Client Service Associate, as part of the broad EMEA client service team based in Frankfurt and London, will support institutional clients domiciled in EMEA covering Real Assets as well as Equity and Fixed Income mandates partnering with other employees globally.

Responsibilities include:

• Work effectively with specific fund teams, building relationships and knowledge of the funds to support our investors proactively
• Support in managing existing client relationships: responding to client queries and requests promptly and effectively, working with clients on projects and issues, ensuring that the client expectations are met and the client experience is positive
• Proactively anticipate clients’ requirements by maintaining regular contact and communicating any concerns to the Senior Client Services Manager and the respective investment teams
• Co-ordination, organization of and attendance at fund related events, e.g. planning of Investor Days, Investor Committee meetings, webinars, site visits
• Review and distribution of regular investment reports or customized investor reports ensuring accuracy and completeness; these must meet set timeframes and client deadlines and add value where possible
• Manage the relationship with internal or external stakeholders, including Finance, Legal, Distribution, Compliance, third party custodians etc.
• Onboarding of new investors
• Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation
• Assist with the preparation of presentations and supporting materials for client meetings
• Database maintenance and compilation of business metrics
• Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Keeping up to date with any regulatory changes

Required Skills:

• Degree educated
• 1-3 years of experience in the Financial Services Industry, with proven experience in a similar client facing function
• Experience and knowledge within private and/or public market asset classes (Real Estate, Real Assets, Fixed Income, Equities)
• Proven experience of managing client relationships within Investment Management
• Attention to detail; Strong organizational skills and ability to prioritize tasks with the ability to multi-task and work efficiently to meet client deliverables
• Strong team player, must be highly motivated and capable of working independently to achieve team performance targets
• Fluent in English and German (written and speaking)
• Proficient in Microsoft Office Suite
• Salesforce knowledge advantageous

This role requires no regulatory designation
Related Skills
Accountability, Adaptability, Collaboration, Communication, Continuous Improvement Mindset, Customer Engagement, Detail-Oriented, Group Problem Solving, Prioritizes Effectively, Relationship Management, Resourcefulness, Strategic Thinking

Company Overview
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at
www.nuveen.com
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
accessibility.support@tiaa.org

• Work effectively with specific fund teams, building relationships and knowledge of the funds to support our investors proactively
• Support in managing existing client relationships: responding to client queries and requests promptly and effectively, working with clients on projects and issues, ensuring that the client expectations are met and the client experience is positive
• Proactively anticipate clients’ requirements by maintaining regular contact and communicating any concerns to the Senior Client Services Manager and the respective investment teams
• Co-ordination, organization of and attendance at fund related events, e.g. planning of Investor Days, Investor Committee meetings, webinars, site visits
• Review and distribution of regular investment reports or customized investor reports ensuring accuracy and completeness; these must meet set timeframes and client deadlines and add value where possible
• Manage the relationship with internal or external stakeholders, including Finance, Legal, Distribution, Compliance, third party custodians etc.
• Onboarding of new investors
• Ensuring AML / KYC and compliance obligations are met and kept up to date in line with corporate policy and in accordance with local regulation
• Assist with the preparation of presentations and supporting materials for client meetings
• Database maintenance and compilation of business metrics
• Liaising with third parties to ensure technical support is received on all issues concerning administration, investment accounting and custody
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Keeping up to date with any regulatory change